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<aside> ⚱️ Fields in CRM store vital customer details, similar to noting attributes about people at a party. These fields ensure personalized interactions, enhancing customer relations. CRM offers customization, capturing unique information for better service.
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Table of Contents:
Picture yourself at a great party where you meet a lot of people.👩🏻🤝🧑 To remember everyone, you start jotting down notes on a notepad: their names, favorite drinks, hobbies, and perhaps the stories they shared. Now, each piece of information, like the name, drink, or hobby, is akin to a "field" in CRM. For instance, a customer's name might be stored in the "Name" field, their email in the "Email" field, and so on.
Imagine you meet one of the party-goers, Jane, a few months later. Because you jotted down in your notes (fields) that she loves pineapple pizza and recently went hiking, you can strike up a warm, personalized conversation. Similarly, CRM fields help us to understand our customers better, tailor their interactions, and provide stellar service. 🦸♂️
Continuing with our party analogy, you might note down where someone's "standing" by the snack table (like State), or dancing (State Type), what they're wearing (OS Platform), the time you chatted (Day Part), or even exchange phone numbers (Telephone).
But here's the fun part: you can add as many notes as you like! Just like adding an extra section in your notepad, our CRM lets you create custom fields tailored to the unique information you want to capture.
<aside> ❓ And the way you gather these notes? It's up to you! Maybe you hear it directly (Pull Data from Source) or someone else lets you know (Postbacks). Whether you're jotting down details of your dance partners (Conversions) or just casual chit-chats (Visits), it's all about keeping the party memories alive and kicking! 🎆
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In essence, CRM fields are the backbone of remembering, organizing, and leveraging customer details, ensuring every interaction feels personalized and informed. It's all about making connections, be it at a fun party or in the world of business! 🥳📝🤝
<aside> ⏮️ Previous page Destinations: Where's Your Traffic Going?
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<aside> ⏭️ Next page Making Sense of Business Models in Conversions
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